Subject


Semiconductors


2026-01-19

[News] DDR4 Reportedly Leads Legacy Memory Rally with Q1 Prices Up to 50%; DDR3 in Tight Supply

As memory makers increasingly tilt toward server applications, lifting prices for server DRAM and enterprise SSDs, legacy memory is staging a strong comeback of its own. Commercial Times reports that DDR4, DDR3, NOR flash, and SLC/MLC NAND are entering a fresh supply-demand reversal. Among the ma...

2026-01-19

[News] China’s OSATs Step Up: Tongfu Microelectronics to Raise RMB 4.4B; JCET Backs Chip Fund

China’s packaging and testing industry is stepping up, with a surge in domestic investment fueling growth. According to ijiwei, from late 2025 to early 2026, leading A‑share OSAT companies have been particularly active, signaling a shift toward higher-end and more specialized capital spending. ...

2026-01-19

[News] Out with the Old: Memory Giants Map Their 2025-26 Exit Strategy amid Supply Crunch

Amid tightening memory supply, the industry is shifting focus to high-margin, cutting-edge products catering to hyperscalers. Legacy, consumer-oriented memory is gradually reaching end-of-life, with 2026 poised as a watershed year for key players. Here’s a look at how Samsung, SK hynix, and Micron...

2026-01-16

[News] Expert Says HBF May Be Deployed in NVIDIA GPUs by 2027–28; Market Could Surpass HBM by 2038

As AI workloads continue to grow, high-bandwidth flash (HBF) is gaining momentum, with experts forecasting earlier-than-expected commercialization. According to Sisa Journal, KAIST professor Joungho Kim—widely regarded as the “father of HBM”—indicates that Samsung Electronics and SanDisk pla...

2026-01-16

[News] SK hynix Unveils 5-Bit NAND That Splits Cells, Delivers 20× Faster Reads

Memory giants are treading carefully on NAND capacity expansion and phasing out older products like MLC (Multi-Level Cell), while doubling down on advanced technologies. Notably, at the San Francisco 2025 IEDM conference in December, SK hynix unveiled its cutting-edge 5-bit NAND flash, claiming read...

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